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Diversify Advisory Services, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on UPS, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 33,232 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,232 shares
    Change vs previous 13F +9,681 shares

    0.03% of the 13F portfolio, value $3,753,566.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,616 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,616 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,551 shares
    Change vs previous 13F +5,915 shares

    0.04% of the 13F portfolio, value $2,510,787.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,403 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,148 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,636 shares
    Change vs previous 13F +2,899 shares

    0.04% of the 13F portfolio, value $1,883,940.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,961 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,675 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,737 shares
    Change vs previous 13F +3,895 shares

    0.03% of the 13F portfolio, value $1,386,613.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,918 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,819 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,842 shares
    Change vs previous 13F +3,977 shares

    0.02% of the 13F portfolio, value $947,853.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,012 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,830 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,865 shares
    Change vs previous 13F -5,773 shares

    0.02% of the 13F portfolio, value $664,094.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,534 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,331 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,638 shares
    Change vs previous 13F -23,588 shares

    0.05% of the 13F portfolio, value $1,558,071.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,586 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,052 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,226 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,758,738.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,084 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,142 shares

    Acceptance time not in the bulk data set (spec §4.2).